Creating Sales Orders
To create a sales order, select “Customers & Sales” from the menu on the left side of the screen. In the “Customers & Sales” pane choose “Sales Orders” just below quotes and proposals. Click <New Sales> order from the dropdown menu. A screen will appear that allows you to enter information. When you are finished, you may save and/or print by selecting <Save> or <Print> in the upper left side of the screen just under the primary menu.
To edit a sales order:
Choose <View and Edit Sales Orders> from the dropdown menu under “Sales Orders.” To alter the table view, select <Settings> from toolbar at the top of the screen. You will then be able to add and remove fields from the table. To edit a sales order, locate the sales order you wish to edit by scrolling through the table or searching for it using the customer name or id. Click <Open> on the toolbar at the top of the screen.
Add a line to the existing order by clicking <Row> on the toolbar at the top of the screen just under the primary menu. Then choose <Add> from the dropdown menu. A blank row will appear at the bottom of the sales order. To place a new row between existing rows, highlight the row below where you wish to insert the new row, click <Row> and then <Add>.
Delete a row by highlighting the row you wish to delete, selecting <Row> from the toolbar at the top of the screen, and then <Remove>. You will not be asked to verify that you wish to remove the highlighted row, so be sure that you’ve selected the correct row to delete. Note that the remove option remains grayed out until you highlight a row to delete. It’s also important to note that clicking <Delete> on the toolbar at the top of the screen will erase the entire sales order. The “Delete” option should ONLY be selected if you wish to delete the sales order in its entirety.
You may also enter events for sales orders.
To enter an event for a sales order:
Select <Event> from the toolbar in the upper middle of the screen just under the primary window. A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments. When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.
It’s possible to revise the sales order view from the existing sales order screen by choosing <Layout> from the toolbar at the top screen and then <Customize Sales Order Layout>.